SapphireNow Day Two – Pump It Up

Bill McDermott began the day for Orlando attendees of SapphireNow by demonstrating that there is no charisma deficit at SAP these days, and his co-CEO Jim Hagemann Snabe was right there behind him to make the case that commitment and strategy are not lacking either. They welcomed Sybase, hailed the new ByDesign release about to ship, and waved the sustainability flag high, leveraging their strong position there. Read more of this post

SapphireNow Day One – Getting Virtual Events Right, And More

I got some great messages today from people who enjoyed my tweets “from” SapphireNow in Orlando – although I wasn’t there. That’s a tribute – not to me; we’re only talking tweets, for goodness’ sake – to SAP for pulling off a two-continent, video-streaming, full-on collaborative event I was able to participate in meaningfully from my desk in California. There was substance, partner announcements, customer dialogue, and star keynoters. A good day, with the best ahead, if my pre-briefs are any indication; there’s more ahead. Read more of this post

Will Tiered Content Strategies Crack the IT Research PayWall?

There are two content models in the IT research world: the PayWall and the freely available. In the former model, the business assumption is that the firm’s revenue stream is largely driven by content subscriptions.  The latter treats content as the best advertising of the firm’s real value: its people and the advice they can offer. And then there are hybrids: some of the content is out there, but not all.

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Sybase Database Value to SAP – Long Term and Short

It’s not what you think – the hidden jewel for the near term may just be SQL Anywhere. Read on. Disclosure: I worked at Sybase in the last millennium, when it hit the wall at $1B the first time and bounced. Over the next few years, Oracle dramatically outdistanced itself, in large part, as it turned out, because of the massive opportunity presented by SAP. Thousands of huge installs atop the Oracle DBMS, and not one with Sybase. Why? Because of a technology disagreement. SAP wanted row-level locking. Sybase’s answer: “Let us tell you why you’re wrong to want it.” Leaving aside the lesson to be learned from that one, let’s talk about how much the newly acquired Sybase database portfolio does for SAP. I’m leaving the best for last, because all the chatter has been about ASE and IQ, but read to the end.

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SAP – Sybase: Synergies? Suspect So.

SAP announced today that it will acquire Sybase for $65.00 per share, representing an enterprise value of approximately $5.8 billion. The announcement says that “customers will be able to better harness today’s explosion of data and deliver information and insight in real time to business consumers wherever they work so they can make faster, more informed decisions.” But the vision goes beyond that: the combined companies will be able to deliver the ability to act on those decisions, anywhere. The combination of SAP’s substantial share of its customers’ transactional systems with Sybase’s mobile expertise in messaging and application development tools for mobile devices affords extraordinary opportunities that are not lost on management. Following the public press event, I chatted with Vishal Sikka, SAP’s CTO, and Dr. Raj Nathan, EVP and CMO of Sybase. We covered some of the opportunities on the table and SAP’s plans for its new assets. Read more of this post

New TPC-H Record – Virtualized by ParAccel, VMware

You can set performance records in a virtualized environment – that’s the message of the new 1 Tb TPC-H benchmark record (scroll down to see the 1Tb results) just released by ParAccel and VMware. Running on VMware’s vSphere 4, the ParAccel Analytic Database (PADB) delivered a one-two punch: not only the top performance number for a 1 terabyte (TB) benchmark, but the top price-performance number as well. The results in a nutshell: 1,316,882 Composite Queries per Hour (QphH), a price/performance of 70 cents/QphH, and a data load rate of over 3.5 TBs per hour. ParAccel moved quickly to promote the result; oddly, VMware seems to have been asleep at the switch, with no promotion on its site as the release hit the wires, and a bland quote from a partner exec in the release itself.

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RainStor Adds Funding, Investors, Readies Nearline Archive Rampup

RainStor, a firm I discussed as Clearpace in a June 2009 post, had some very good news this week.  $7.5 million in Series B funding came in from Informatica, Storm Ventures and its previous investors Doughty Hanson Technology Ventures and The Dow Chemical Company. RainStor plans to “use the funding to expand into new markets, grow its partner base, and invest in product development and R&D” says the press release. Read more of this post

Sybase Will Step Up In-Memory Message With New Release

Sybase has quietly racked up a string of successful growth years, riding its pioneering status in commercial analytic databases (ADBMS) and holding on to its loyal base in everyday DBMS after being elbowed aside by Oracle a decade ago. Its steady market performance has not been driven by dramatic innovations: Sybase has seemed to lag the Big Three (Oracle, Microsoft and IBM) in new feature/function. But it has innovated: IQ has grown into a key revenue source, and Sybase RAP has established itself as one of the more successful event processing offerings, with a string of Wall Street customers creating a new class of applications.

In the current (5-year-old) major release level of its flagship Adaptive Server Enterprise (ASE) product, Sybase has added user-defined SQL functions, support for plugin Java Runtime Environment (JRE) and JVM components, xml tables, SQL statement replication, new statistical aggregate functions, and a shared disk cluster edition. And now, Sybase is about to add new in-memory database capabilities and step up its support for external storage management. I’ve spent some time recently with the Sybase team to discuss their plans for the upcoming 15.5 release (currently available in a developer version), and found palpable excitement about the possibilities of their new work. Read more of this post

Rimini Street Slashes Maintenance Costs For Big Apps

Many SAP and Oracle apps customers would rather leave stable products alone than continually change, or “upgrade,” as it is called. For these customers, the cost of maintenance, also known as “buying it all over again every 4 years,” seems excessive. The slow pace of innovation from the mammoth firms, and the even slower uptake of those innovations, amplifies this. (For a recent discussion of this problem, see video highlights from Ray Wang’s keynote speech from the SAP UK and Ireland User Group. I discussed the resounding thud heard from Oracle’s “wait till next year” non-announcement of its Fusion apps here.)

With this backdrop, Rimini Street, one of the pioneering 3rd-party maintenance firms, recently announced stellar Q3 results: revenue up 200% year over year, and sequential quarter-over-quarter growth continuing: it claimed Q3 invoicing doubled the prior calendar quarter. Rimini Street’s value proposition has steadily attracted customers willing to try a different way. The company claims hundreds of customers since inception, all over the size spectrum. The offer is simple: their base price is 50% of the vendor’s maintenance price. Read more of this post

Sybase Rolls On – Make Some Noise!

Sybase has announced yet another record revenue result for the third quarter of 2009.  Like other leading data management firms, its database business demonstrated continuing vitality in a difficult economic period. With 32% growth in database licensing revenues against a strong year over year comparison, the venerable DBMS provider continued a string of recent strong results.

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